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Ecobee Smart Thermostat Setup – Two Stage Systems & Client Support

In this video our techs demonstrate Ecobee Smart Thermostat Setup process and discuss the usage of thermostats for Two Stage Systems. You will also find some guidance on Client Support best practices when dealing with queries about Smart Thermostats. This HVAC training will help you properly configure Ecobee thermostats for optimal performance and customer satisfaction.

What You’ll Learn:

  • Ecobee Smart Thermostat setup procedures from start to finish
  • Two-stage system configuration and staging optimization techniques
  • Critical installation settings, including humidity control (52-54% recommended levels)
  • Equipment sizing considerations for oversized systems
  • Dehumidifier integration and relay state management
  • Configure staging options for enhanced runtime and dehumidification

 

Client Support Excellence:

Learn proven strategies for exceptional Client Support when installing Ecobee Smart Thermostats. Discover how to educate customers about new technology features, manage expectations with data interpretation, and focus conversations on comfort rather than numbers. Essential techniques for avoiding callback situations and ensuring customer satisfaction with Two Stage Systems.

Professional Tips:

  • Always read the manual for proper airflow considerations
  • Set “Hold to Action” preferences to prevent accidental temperature changes
  • Update firmware before field installation to avoid version conflicts
  • Focus client conversations on comfort levels, not technical data
  • Allow adjustment period for customers transitioning from older thermostats

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